Opening a layout,and enter new data to a portal or to its related table.

[Mark Pastoril]

ow can I add new data to a portal or to a related table?using another layout.?

like this one;

 

 

 

 

 

Edited December 5, 2019 by Mark Pastoril

[Steve Martino]

I'm a little confused, but I'll take a shot.  I think what you could do in a script is:

Grab the primary key of the record on the main layout.

Open a new window on the layout you want to create the related record.

New Record

Set the foreign key to the variable

Enter your data.

I'd either cover the entire new layout with a button so a user can only commit the record by clicking your Cancel or Submit buttons, or use a script trigger to prevent committing the record unless the use the buttons.

Cancel button runs script to delete or revert record, close window.

Submit button commits record, close window

You may need a refresh on the portal.

[Mark Pastoril]

Thanks that works!

using this script

Set Variable[]

New Window[opens the layout that you fill up the data]

new record/request

set field[]

 

 

But how about if i use the button in a a portal/or inside the portal?

[Steve Martino]

Don't quite understand the request.  If you put it in a portal row, you would probably want to hide it on any row that has data, and just show it on the blank row, otherwise, every portal row has a button for a new record.

Seems more intuitive to pop open the card window, then the user is focused on that specific task to either complete adding the new record or change their mind.

[Mark Pastoril]

I want to create a card window to edit data/fill data in a portal row

[Steve Martino]

Basically the button would start a script that would go to that related record in a new card window.  If the button is in a blank row, it would grab the primary id of the layout (in a variable), open the card window, new record, set foreign key to primary key variable.  Only allow the user to commit via a Save button, or allow the user to cancel (delete record for new record, or undo changes for existing record), commit, close window, maybe refresh first layout or portal.

[Mark Pastoril]

thanks for the help , really help a lot.